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Massie & Associates Financial Planning

  • Investment Service
  • Fort Myers, FL
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About this business

FinanceFinancial ServicesInvestingInvestment Service

With more than 20 years of experience in the financial industry, Massie & Associates is a leading financial advisor firm in Fort Myers, FL. We serve clients in and around Fort Myers, FL, as well as countrywide. As a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA), we are licensed to provide our valued clients with expert financial advice on a variety of aspects. At Massie & Associates Financial Planning Corp in Fort Myers, FL, we offer comprehensive financial planning and management services. You c... read more

Location details

15961 McGregor Blvd Ste 2, Suite 2, Fort Myers, FL, 33908, United States

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Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 3:00 p.m.
5.016 reviews
Lon M. Orenstein's profile image
Lon M. Orenstein 
2 years ago

I have had good experiences with Massie & Associates. Charles is experienced in a wide variety of business. He's owned and run small businesses, he's a CPA, he's a certified financial planner, he knows insurance, he understands what entrepreneurs go through, and all that combined gives him a unique perspective. I give them five stars! 

Dave Nash's profile image
Dave Nash 
2 years ago

Charles Massie has handled my financial affairs and taxes, for 26 years and counting, that should speak highly for his service and competence. I can't think of anyone I would prefer to deal with when it comes to tax matters! 

Ryan Carter's profile image
Ryan Carter 
4 years ago

They have always done a great job for me over the past 9 years. They are prompt, do accurate work, easy to communicate with, and keep our information very confidential. I would recommend them to anyone for personal or small/medium business accounting and tax work! 

Travis Farris's profile image
Travis Farris 
2 years ago

Invaluable financial, investment, tax and estate service. -Charles Massie and Associates honest and attentive work gives us financial peace of mind in the present and helps us plan for the future. 

Suzanne Prytherch's profile image
Suzanne Prytherch 
6 years ago

Joan and Chuck are wonderful. You could not find a better company to do your taxes. We have used them for years and are extremely happy. --Sue and John 

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Frequently asked questions about Massie & Associates Financial Planning

How is Massie & Associates Financial Planning rated?

Massie & Associates Financial Planning has a 5 star rating with 16 reviews. 

When is Massie & Associates Financial Planning open?

Massie & Associates Financial Planning is closed now. It will open on Monday at 9:00 a.m.